Clay Archey
Professional Summary
Clay Archey, who also goes by Clay Lynn Archey, Clay Archey, Clay Archey Archey, is a registered financial advisor currently at VELOX CLEARING LLC located in Miami, Florida and ZINVEST FINANCIAL SERVICE, LLC located in Miami, Florida. Clay is registered as a RR (Registered Representative) and started their career in finance in 1999. Clay has worked at 16 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 79, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Clay Lynn Archey, Clay Archey, Clay Archey Archey
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
JUNIOR CHINA FINANCIAL SERVICES | ZINVEST FINANCIAL SERVICE, LLC | ZINVEST FINANCIAL SERVICE LLC | JUNIORCHINA FINANCIAL SERVICE LLC
Contact Information
Main Address
600 Brickell Avenue Suite 2800, Miami, FL 33131Mailing Address
600 Brickell Avenue Suite 2800, Miami, FL 33131Phone Number
(949) 309-2386Established
California since 04/19/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
3FINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
924AUM (Assets Under Management)
$23,543,616Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/4/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79 — Investment Banking Registered Representative Examination
Passed May 2012About the Series 79 examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Apr 2012About the Series 87 examSeries 55 — Limited Representative-Equity Trader Exam
Passed Jan 2002SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Clay Archey's CRS (Customer Relationship Summary).
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